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crypto business models


Analysis of blockchain-powered business models such as Decentralised Finance (DeFi) protocols and decentralised Oracle networks.



Analysis of tokens connected with business models in the blockchain space that have large growth potential, in addition to high risks.

Business sectors


Analysis of business sectors, a key component of top-down analysis, to identify high-growth and/or strong-moat businesses.



Analysis of selected companies, with a focus on entrepreneur- and family-controlled businesses that provide alignment between management and shareholders.